+68.0%
LIN vs SE
-79.0%
+147.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | -0.2% |
| 7D | +3.6% | -1.2% | +4.8% | +3.7% |
| 30D | +6.4% | -21.7% | +28.0% | +8.5% |
| 3M | +6.5% | -34.2% | +40.7% | +10.0% |
| 6M | +4.9% | -10.5% | +15.3% | +5.1% |
| YTD | +23.4% | -40.7% | +64.2% | +27.9% |
| 1Y | +26.3% | -52.1% | +78.4% | +33.3% |
| 3Y | +38.0% | +68.9% | -30.9% | +26.8% |
| 5Y | +68.0% | -78.9% | +146.9% | +61.0% |
| All | +68.0% | -79.0% | +147.0% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling